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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,005 | $175,231-25.2% | $149,696-12.5% | $139,466-6.1% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.05% | 166.77%-148.7pp | 134.46%-116.4pp | 373.66%-355.6pp |
| Employer contribution / active EE | $2,412 | $5,478-56.0% | $4,821-50.0% | $4,754-49.3% |
| Participant deferral / active EE | $8,224 | $6,521+26.1% | $5,682+44.7% | $6,712+22.5% |
| Admin fee / account holder | $3,042 | $16,155-81.2% | $13,212-77.0% | $11,409-73.3% |